Moody LYNN Lieberson & Walker, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 25, 2024), Moody LYNN Lieberson & Walker, LLC reported 235 stock positions worth $1.5 billion. Its top holding was Nvidia (NVDA) at 6.8% of the portfolio, followed by Broadcom (AVGO, 6.1%) and Microsoft (MSFT, 5.7%). Compared with Q1 2024, it opened 14 new positions, sold out of 16, added to 67 and reduced 65. The biggest buy was Alphabet Class A (GOOGL, shares +4%) and the biggest sale Honeywell International (HON, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000938592
- Portfolio Value
- $1.5B (Q2 2024)
- SEC Filing
- 0000938592-24-000003 ↗ filed Jul 25, 2024
Holdings Value
Holdings 235 stocks · $1.5B
| NVDA Nvidia Corp. | 6.79% | 840,060 | $103.8M | Reduce -1.1% |
| AVGO Broadcom Inc. | 6.10% | 58,080 | $93.2M | Reduce -0.3% |
| MSFT Microsoft Corp. | 5.70% | 194,898 | $87.1M | Add +0.3% |
| LLY Eli Lilly & Co. | 5.42% | 91,425 | $82.8M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 4.75% | 398,269 | $72.5M | Add +4.5% |
| AAPL Apple Inc. | 4.21% | 305,292 | $64.3M | Add +4.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.00% | 112,524 | $45.8M | Add +1.1% |
| AMZN Amazon.com Inc. | 2.76% | 217,892 | $42.1M | Add +3.6% |
| JPM JPMorgan Chase & Co. | 2.56% | 193,324 | $39.1M | Add +0.7% |
| WM Waste Management Inc. | 2.53% | 181,439 | $38.7M | Add +0.1% |
| MA Mastercard Inc. Class A | 2.28% | 78,776 | $34.8M | Reduce -5.0% |
| BX Blackstone Inc. | 2.22% | 274,481 | $34.0M | Add +0.6% |
| GLD SPDR Gold Shares | 2.16% | 153,545 | $33.0M | Reduce -1.5% |
| LIN Linde PLC | 1.86% | 64,628 | $28.4M | Add +1.0% |
| TMO Thermo Fisher Scientific Inc. | 1.79% | 49,563 | $27.4M | Add +0.7% |
| ABBV Abbvie Inc. | 1.74% | 155,315 | $26.6M | Reduce -10.3% |
| VRTX Vertex Pharmaceuticals Inc. | 1.73% | 56,425 | $26.4M | Reduce -8.9% |
| ABT Abbott Laboratories | 1.62% | 238,106 | $24.7M | Reduce -1.0% |
| ETN Eaton Corp. PLC | 1.60% | 78,104 | $24.5M | Reduce -4.0% |
| NFLX Netflix Inc. | 1.57% | 35,512 | $24.0M | Add +0.6% |
| SYK Stryker Corp. | 1.54% | 69,026 | $23.5M | Add +0.9% |
| NOW ServiceNow Inc. | 1.52% | 29,492 | $23.2M | Reduce -9.2% |
| HD Home Depot Inc. | 1.51% | 67,171 | $23.1M | Add +0.3% |
| MS Morgan Stanley | 1.36% | 213,129 | $20.7M | Add +1.2% |
| LMT Lockheed Martin Corp. | 1.24% | 40,465 | $18.9M | Add +8.3% |
| CVX Chevron Corp. | 1.19% | 116,623 | $18.2M | Add +6.8% |
| PEP Pepsico Inc. | 1.17% | 108,501 | $17.9M | Add +1.5% |
| JNJ Johnson & Johnson | 1.09% | 114,403 | $16.7M | Add +5.0% |
| MRK Merck & Co. Inc. | 1.08% | 132,972 | $16.5M | Add +12.1% |
| V Visa Inc. Class A | 0.86% | 49,803 | $13.1M | Reduce -8.6% |
| FERG Ferguson Jersey Ltd. | 0.77% | 60,639 | $11.7M | Add +20.2% |
| UBER Uber Technologies Inc. | 0.77% | 161,443 | $11.7M | Reduce -24.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.76% | 21,274 | $11.6M | Reduce -0.5% |
| GEV GE Vernova Inc. | 0.73% | 65,439 | $11.2M | Add +933.3% |
| MCD McDonald's Corp. | 0.71% | 42,786 | $10.9M | Reduce -1.2% |
| MAR Marriott International Class A | 0.70% | 44,241 | $10.7M | Add +1.2% |
| GOOG Alphabet Inc. Class C | 0.62% | 51,774 | $9.5M | Reduce -0.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.61% | 65,040 | $9.3M | Add +0.1% |
| TXN Texas Instruments Inc. | 0.60% | 47,289 | $9.2M | Reduce -0.9% |
| PG The Procter & Gamble Co. | 0.59% | 54,623 | $9.0M | Add +0.1% |
| SO The Southern Co. | 0.56% | 110,067 | $8.5M | Add +76.0% |
| KO The Coca-Cola Co. | 0.52% | 123,857 | $7.9M | Add +0.1% |
| AMD Advanced Micro Devices | 0.50% | 46,944 | $7.6M | Add +3.5% |
| ANET Arista Networks Inc. | 0.47% | 20,303 | $7.1M | Add +0.4% |
| PANW Palo Alto Networks Inc. | 0.45% | 20,281 | $6.9M | Reduce -0.5% |
| ISRG Intuitive Surgical Inc. | 0.44% | 15,217 | $6.8M | Add +0.2% |
| HTHIY Hitachi Ltd. -ADR | 0.38% | 25,872 | $5.8M | New |
| NOC Northrop Grumman Corp. | 0.37% | 12,966 | $5.7M | Add +0.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.36% | 14,430 | $5.5M | Add +0.2% |
| HON Honeywell International Inc. | 0.32% | 22,662 | $4.8M | Reduce -77.3% |
| MDLZ Mondelez International Inc. Class A | 0.31% | 72,014 | $4.7M | Reduce -27.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.30% | 17,305 | $4.6M | Add +1.0% |
| ADP Automatic Data Processing | 0.29% | 18,327 | $4.4M | Reduce -0.6% |
| EXR Extra Space Storage Inc. | 0.29% | 28,079 | $4.4M | Reduce -0.0% |
| AMGN Amgen Inc. | 0.28% | 13,912 | $4.3M | Add +389.5% |
| UNH Unitedhealth Group Inc. | 0.27% | 7,993 | $4.1M | Reduce -5.3% |
| GE General Electric filed as GE AEROSPACE | 0.26% | 25,328 | $4.0M | Reduce -0.0% |
| CDNS Cadence Design SYS Inc. | 0.25% | 12,626 | $3.9M | Reduce -1.2% |
| SNPS Synopsys Inc. | 0.25% | 6,384 | $3.8M | Add +0.2% |
| AXP American Express Co. | 0.25% | 16,269 | $3.8M | Add +0.7% |
| GS Goldman Sachs Group Inc. | 0.24% | 8,074 | $3.7M | Reduce -0.3% |
| ATLKY Atlas Copco AB-Spons ADR A | 0.24% | 192,593 | $3.6M | Add +0.5% |
| CHD Church & Dwight Co. Inc. | 0.24% | 34,730 | $3.6M | No change |
| FCX Freeport-McMoran Inc. | 0.23% | 73,373 | $3.6M | New |
| IDXX Idexx Laboratories Inc. | 0.23% | 7,233 | $3.5M | No change |
| AXON Axon Enterprise Inc. | 0.23% | 11,830 | $3.5M | Reduce -0.9% |
| QCOM Qualcomm Inc. | 0.23% | 17,280 | $3.4M | New |
| ADBE Adobe Inc. | 0.21% | 5,831 | $3.2M | Reduce -12.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.21% | 3,127 | $3.2M | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.21% | 27,734 | $3.2M | Add +6.2% |
| IWO iShares Russell 2000 Growth | 0.19% | 10,799 | $2.8M | No change |
| CTRA Coterra Energy Inc. | 0.18% | 105,199 | $2.8M | No change |
| ACN Accenture PLC Class A | 0.18% | 9,149 | $2.8M | Reduce -0.4% |
| XBI SS SPDR S&P Biotech ETF | 0.18% | 29,504 | $2.7M | New |
| AZN Astrazeneca PLC-Spons ADR | 0.17% | 33,249 | $2.6M | New |
| RTX RTX Corp. | 0.15% | 23,539 | $2.4M | Reduce -0.1% |
| VFIAX Vanguard 500 Index-Adm | 0.15% | 4,607 | $2.3M | No change |
| FLR Fluor Corp. | 0.15% | 53,167 | $2.3M | New |
| META Meta Platforms Inc. Class A | 0.15% | 4,482 | $2.3M | Add +0.6% |
| APH Amphenol Corp. Class A | 0.15% | 33,048 | $2.2M | Add +0.2% |
| SHW The Sherwin-Williams Co. | 0.14% | 7,387 | $2.2M | Reduce -24.3% |
| GDX Vaneck Gold Miners ETF | 0.14% | 64,443 | $2.2M | New |
| SPOT Spotify Technology SA | 0.14% | 6,843 | $2.1M | Add +0.6% |
| INTU Intuit Inc. | 0.13% | 3,033 | $2.0M | Reduce -56.5% |
| TEAM Atlassian Corp. Class A | 0.13% | 11,131 | $2.0M | Reduce -53.9% |
| CSCO Cisco Systems Inc. | 0.12% | 38,736 | $1.8M | Reduce -1.7% |
| ITW Illinois Tool Works | 0.12% | 7,551 | $1.8M | Reduce -20.1% |
| NEM Newmont Corp. | 0.11% | 41,850 | $1.8M | New |
| HES Hess Corp. | 0.11% | 11,742 | $1.7M | Reduce -3.0% |
| MDB Mongodb Inc. | 0.11% | 6,914 | $1.7M | Reduce -82.7% |
| DHR Danaher Corp. | 0.11% | 6,666 | $1.7M | Add +0.5% |
| LHX L3HARRIS Technologies Inc. | 0.10% | 7,113 | $1.6M | New |
| PFE Pfizer Inc. | 0.10% | 55,955 | $1.6M | Add +31.0% |
| ORCL Oracle Corp. | 0.10% | 11,018 | $1.6M | Reduce -76.1% |
| PWR Quanta Services Inc. | 0.10% | 6,109 | $1.6M | No change |
| RSG Republic Services Inc. | 0.10% | 7,509 | $1.5M | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.09% | 1,569 | $1.4M | Add +0.5% |
| OTIS Otis Worldwide Corp. | 0.09% | 14,530 | $1.4M | Reduce -2.4% |
| UNP Union Pacific Corp. | 0.09% | 6,127 | $1.4M | Reduce -7.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.09% | 3,534 | $1.4M | No change |
Portfolio Sells Q1 2024 → Q2 2024
| HON Honeywell International Inc. | Reduce -77.3% | 0.32% | −1.06 |
| MDB Mongodb Inc. | Reduce -82.7% | 0.11% | −0.85 |
| MA Mastercard Inc. Class A | Reduce -5.0% | 2.28% | −0.41 |
| EWJ iShares MSCI Japan ETF | Sold out | 0.00% | −0.38 |
| ABBV Abbvie Inc. | Reduce -10.3% | 1.74% | −0.38 |
| UBER Uber Technologies Inc. | Reduce -24.7% | 0.77% | −0.34 |
| CRM Salesforce Inc. | Reduce -72.1% | 0.09% | −0.30 |
| ORCL Oracle Corp. | Reduce -76.1% | 0.10% | −0.29 |
| IBM Intl Business Machines Corp. | Reduce -90.2% | 0.03% | −0.28 |
| INDA iShares MSCI India ETF | Reduce -89.3% | 0.03% | −0.25 |
| EL Estee Lauder Companies Class A | Reduce -83.2% | 0.03% | −0.24 |
| REGN Regeneron Pharmaceuticals | Reduce -77.7% | 0.07% | −0.23 |
| ABT Abbott Laboratories | Reduce -1.0% | 1.62% | −0.22 |
| NBIX Neurocrine Biosciences Inc. | Sold out | 0.00% | −0.21 |
| URI United Rentals Inc. | Reduce -90.9% | 0.02% | −0.20 |
| TEAM Atlassian Corp. Class A | Reduce -53.9% | 0.13% | −0.19 |
| INTU Intuit Inc. | Reduce -56.5% | 0.13% | −0.17 |
| V Visa Inc. Class A | Reduce -8.6% | 0.86% | −0.17 |
| BMY Bristol-Myers Squibb Co. | Reduce -83.5% | 0.02% | −0.16 |
| MDLZ Mondelez International Inc. Class A | Reduce -27.8% | 0.31% | −0.16 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.16 |
| NOW ServiceNow Inc. | Reduce -9.2% | 1.52% | −0.15 |
| ETN Eaton Corp. PLC | Reduce -4.0% | 1.60% | −0.11 |
| MCD McDonald's Corp. | Reduce -1.2% | 0.71% | −0.11 |
| SHW The Sherwin-Williams Co. | Reduce -24.3% | 0.14% | −0.08 |
| ITW Illinois Tool Works | Reduce -20.1% | 0.12% | −0.05 |
| GE General Electric | Reduce -0.0% | 0.26% | −0.04 |
| AKAM Akamai Technologies Inc. | Sold out | 0.00% | −0.03 |
| ACN Accenture PLC Class A | Reduce -0.4% | 0.18% | −0.03 |
| RTO Rentokil Initial PLC-SP ADR | Sold out | 0.00% | −0.03 |
| DLCFX Destinations LRG Cap Eq-I | Sold out | 0.00% | −0.03 |
| NKE Nike Inc. Class B | Reduce -5.7% | 0.07% | −0.02 |
| AXON Axon Enterprise Inc. | Reduce -0.9% | 0.23% | −0.02 |
| ADP Automatic Data Processing | Reduce -0.6% | 0.29% | −0.02 |
| IP International Paper Co. | Sold out | 0.00% | −0.02 |
| INTC Intel Corp. | Reduce -0.4% | 0.04% | −0.02 |
| FSKAX Fidelity TTL MKT Indx | Reduce -35.3% | 0.04% | −0.02 |
| UNP Union Pacific Corp. | Reduce -7.7% | 0.09% | −0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Sold out | 0.00% | −0.02 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.02 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.02 |
| DIEFX Destinations Intl Eqty-I | Sold out | 0.00% | −0.02 |
| NSC Norfolk Southern Corp. | Reduce -39.4% | 0.01% | −0.01 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -5.3% | 0.27% | −0.01 |
| BF.B Brown-Forman Corp. Class B | Sold out | 0.00% | −0.01 |
| IR Ingersoll-Rand Inc. | Sold out | 0.00% | −0.01 |
| CRH CRH PLC | Sold out | 0.00% | −0.01 |
| CADE Cadence Bank | Sold out | 0.00% | −0.01 |
| ADBE Adobe Inc. | Reduce -12.2% | 0.21% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| GOOGL Alphabet Inc. Class A | Add +4.5% | 4.75% | +0.88 |
| AAPL Apple Inc. | Add +4.3% | 4.21% | +0.83 |
| GEV GE Vernova Inc. | Add +933.3% | 0.73% | +0.66 |
| LLY Eli Lilly & Co. | Add +0.3% | 5.42% | +0.65 |
| HTHIY Hitachi Ltd. -ADR | New | 0.38% | +0.38 |
| SO The Southern Co. | Add +76.0% | 0.56% | +0.26 |
| FCX Freeport-McMoran Inc. | New | 0.23% | +0.23 |
| AMGN Amgen Inc. | Add +389.5% | 0.28% | +0.23 |
| QCOM Qualcomm Inc. | New | 0.23% | +0.23 |
| AMZN Amazon.com Inc. | Add +3.6% | 2.76% | +0.21 |
| MSFT Microsoft Corp. | Add +0.3% | 5.70% | +0.20 |
| XBI SS SPDR S&P Biotech ETF | New | 0.18% | +0.18 |
| AZN Astrazeneca PLC-Spons ADR | New | 0.17% | +0.17 |
| FLR Fluor Corp. | New | 0.15% | +0.15 |
| GDX Vaneck Gold Miners ETF | New | 0.14% | +0.14 |
| NFLX Netflix Inc. | Add +0.6% | 1.57% | +0.13 |
| NEM Newmont Corp. | New | 0.11% | +0.11 |
| LHX L3HARRIS Technologies Inc. | New | 0.10% | +0.10 |
| LMT Lockheed Martin Corp. | Add +8.3% | 1.24% | +0.09 |
| ANET Arista Networks Inc. | Add +0.4% | 0.47% | +0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.2% | 0.36% | +0.05 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +0.1% | 0.61% | +0.05 |
| ISRG Intuitive Surgical Inc. | Add +0.2% | 0.44% | +0.04 |
| CVX Chevron Corp. | Add +6.8% | 1.19% | +0.04 |
| HEI Heico Corp. | Add +63.1% | 0.06% | +0.03 |
| FERG Ferguson Jersey Ltd. | Add +20.2% | 0.77% | +0.03 |
| MRK Merck & Co. Inc. | Add +12.1% | 1.08% | +0.03 |
| PFE Pfizer Inc. | Add +31.0% | 0.10% | +0.02 |
| MS Morgan Stanley | Add +1.2% | 1.36% | +0.02 |
| SPOT Spotify Technology SA | Add +0.6% | 0.14% | +0.02 |
| ATLKY Atlas Copco AB-Spons ADR A | Add +0.5% | 0.24% | +0.02 |
| APH Amphenol Corp. Class A | Add +0.2% | 0.15% | +0.02 |
| TMUS T-Mobile US Inc. | New | 0.02% | +0.02 |
| AEM Agnico Eagle Mines Ltd. | New | 0.01% | +0.01 |
| HUBS HubSpot Inc. | New | 0.01% | +0.01 |
| APD Air Products & Chemicals Inc. | New | 0.01% | +0.01 |
| TRI Thomson Reuters Corp. | New | 0.01% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +16.2% | 0.09% | +0.01 |
| KO The Coca-Cola Co. | Add +0.1% | 0.52% | +0.01 |
| XLV SS Health Care Select Sector | Add +18.1% | 0.06% | +0.01 |
| WRB WR Berkley Corp. | Add +46.3% | 0.03% | +0.01 |
| PEG Public Service Enterprise GP | Add +15.4% | 0.03% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.2% | 0.21% | +0.01 |
| XOM Exxon Mobil Corp. | Add +6.2% | 0.21% | +0.00 |
| SNPS Synopsys Inc. | Add +0.2% | 0.25% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.0% | 0.30% | +0.00 |
| TTWO Take-Two Interactive Softwre | Add +6.8% | 0.04% | +0.00 |
| FXAIX Fidelity 500 Index Fund | Add +14.1% | 0.02% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.2% | 0.02% | +0.00 |
| META Meta Platforms Inc. Class A | Add +0.6% | 0.15% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 263 | $1.9B | GOOGL, NVDA, AVGO, LLY, AAPL |
| Q1 2026 | 250 | $1.8B | GOOGL, NVDA, AVGO, LLY, GLD |
| Q4 2025 | 265 | $1.9B | GOOGL, NVDA, AVGO, MSFT, LLY |
| Q3 2025 | 259 | $1.9B | AVGO, NVDA, MSFT, GOOGL, AAPL |
| Q2 2025 | 258 | $1.7B | AVGO, NVDA, MSFT, GOOGL, LLY |
| Q1 2025 | 244 | $1.6B | NVDA, MSFT, AVGO, LLY, AAPL |
| Q4 2024 | 246 | $1.6B | AVGO, NVDA, MSFT, AAPL, GOOGL |
| Q3 2024 | 255 | $1.6B | AVGO, NVDA, MSFT, LLY, AAPL |
| Q2 2024 | 235 | $1.5B | NVDA, AVGO, MSFT, LLY, GOOGL |
| Q1 2024 | 236 | $1.5B | MSFT, AVGO, NVDA, LLY, GOOGL |